- Letters
- 34
- Companies
- 2
- Coverage
-
Oct 2013
Jul 2026
Frequently mentioned companies
Approved mentionsLetter archive
Page 1 of 2Investment Commentary
Market Returns as of June 30, 2025
Investment Commentary
As of the end of Q3
Investor letter, July 2020
second quarter
Investment Commentary
first quarter
Investment Commentary
first half of 2019
Investment Commentary
first quarter of 2019
Investment Commentary
first quarter of 2018
Investment Commentary
Investment Market Returns as of March 31, 2017
Investment Commentary
Market returns for the quarter ended December 31, 2016
Investor letter, October 2016
third quarter
Investment Commentary
The first quarter of 2016 was another but completely different version of the “Worst of Time and Best of Times”
Investment Commentary
the third quarter
Investment Commentary
The end of the second quarter 2015
Investment Commentary
As the first quarter of 2015 drew to a close
Investment Commentary
The third quarter of 2014